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iShares Russell 2000 ETF

1,480 hedge funds and large institutions have $43.1B invested in iShares Russell 2000 ETF in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 474 increasing their positions, 666 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

2% more capital invested

Capital invested by funds: $42.1B → $43.1B (+$974M)

0% more funds holding

Funds holding: 1,4771,480 (+3)

4% less funds holding in top 10

Funds holding in top 10: 152146 (-6)

4.66% less ownership

Funds ownership: 116.03%111.37% (-4.7%)

29% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 666

58% less call options, than puts

Call options by funds: $17.8B | Put options by funds: $42.7B

Holders
1,480
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
29.86%
Holding in Top 10
146
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.95%
% of All Funds
2.95%
New
118
Increased
474
Reduced
666
Closed
99
Calls
$17.8B
Puts
$42.7B
Net Calls
-$24.9B
Net Calls Change
-$10B
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
51
LBMC Investment Advisors
Tennessee
$106M +$3.82M +25,418 +4%
Franklin Resources
52
Franklin Resources
California
$103M +$3.36M +22,361 +3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$100M +$13.2M +87,978 +15%
Brown Advisory
54
Brown Advisory
Maryland
$100M +$48.4M +321,434 +93%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$95.4M +$4.78M +31,782 +5%
AllianceBernstein
56
AllianceBernstein
Tennessee
$91.6M +$8.01M +53,276 +10%
CB
57
Commerce Bank
Missouri
$87.6M -$1.1M -7,308 -1%
DILIC
58
Dai-ichi Life Insurance Company
Japan
$86.3M +$86.7M +576,000 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$86.2M +$30.4M +202,001 +53%
Mariner
60
Mariner
Kansas
$84.9M -$937K -6,229 -1%
KP
61
Keel Point
Alabama
$81.6M +$28.8M +191,271 +54%
ABTD
62
Arvest Bank Trust Division
Oklahoma
$81.1M -$2.88M -19,155 -3%
LC
63
Lavaca Capital
Texas
$81M +$40M +265,800 +97%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$77.8M
Osaic Holdings
65
Osaic Holdings
Arizona
$77.6M -$6.22M -41,313 -7%
PSUF
66
People's United Financial
Connecticut
$77.4M +$27.4K +182 +0%
GT
67
Glenmede Trust
Pennsylvania
$73.9M -$552K -3,668 -0.7%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$73.1M -$386K -2,565 -0.5%
Charles Schwab
69
Charles Schwab
California
$66.7M -$2.92M -19,390 -4%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$65.7M -$2.56M -16,992 -4%
SHGA
71
Sand Hill Global Advisors
California
$64.3M -$48.6K -323 -0.1%
ECM
72
ETrade Capital Management
Virginia
$62.6M -$2.9M -19,247 -4%
Toronto Dominion Bank
73
Toronto Dominion Bank
Ontario, Canada
$60.8M -$9.6M -63,822 -14%
Deutsche Bank
74
Deutsche Bank
Germany
$55.6M -$16.8M -111,715 -23%
N
75
Nuveen
North Carolina
$53.9M -$52.7M -350,451 -49%

IWM Hedge Fund Activity: Q3 2020 in Review

1,480 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2020, worth a combined $43.1B — up 2.3% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new IWM positions and 99 closed out — a net gain of 19 holders — while 474 added to existing stakes and 666 trimmed.

The largest buyer was Barclays, adding an estimated $1.37B. The largest seller was Susquehanna International Group, cutting an estimated $1.45B.

  • 1,480 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2020, up from 1,477 in Q2 2020.
  • Funds reported $43.1B of iShares Russell 2000 ETF stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 118 funds opened new iShares Russell 2000 ETF positions in Q3 2020 and 99 closed out, a net change of +19 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2020 was Barclays, an estimated $1.37B added.
  • The largest iShares Russell 2000 ETF seller in Q3 2020 was Susquehanna International Group, an estimated $1.45B sold.

Based on aggregated 13F filings for Q3 2020.